Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$4.51M ﹤0.01%
94,859
-5,200
3127
$4.51M ﹤0.01%
64,599
-20,197
3128
$4.5M ﹤0.01%
463,004
+242,004
3129
$4.5M ﹤0.01%
42,623
-16,366
3130
$4.49M ﹤0.01%
72,331
-21,516
3131
$4.48M ﹤0.01%
223,642
-80,099
3132
$4.47M ﹤0.01%
110,749
+77,970
3133
$4.47M ﹤0.01%
29,436
+142
3134
$4.46M ﹤0.01%
234,888
+103,477
3135
$4.45M ﹤0.01%
260,220
+79,278
3136
$4.44M ﹤0.01%
34,013
+2,224
3137
$4.44M ﹤0.01%
323,621
+9,296
3138
$4.43M ﹤0.01%
330,288
+1,275
3139
$4.42M ﹤0.01%
319,854
+7,712
3140
$4.42M ﹤0.01%
289,032
+81,451
3141
$4.41M ﹤0.01%
449,138
3142
$4.41M ﹤0.01%
139,588
-58,219
3143
$4.38M ﹤0.01%
91,503
+47,447
3144
$4.37M ﹤0.01%
172,686
-50,519
3145
$4.37M ﹤0.01%
+447,558
3146
$4.36M ﹤0.01%
58,422
+16,866
3147
$4.35M ﹤0.01%
222,810
+16,248
3148
$4.35M ﹤0.01%
145,495
+7,156
3149
$4.34M ﹤0.01%
17,108
+6,936
3150
$4.34M ﹤0.01%
195,365
+7,129